actually three books, and some of my companies are the ones you suggested. thank you. >> that's fantastic. i'm glad we are simp pat ko in the names. >> apple, amazon, netflix, priceline and gilead. >> okay. now what we have here, we actually have a lot of high flyers, so i'm going to be tough here, because bill knows i like all these. still trying to get my arms around the netflix valuation. we have biotech, tech, let's call this travel, and we can call amazon retail? yes, and netflix entertainment, but recognize these stocks all trade together, and diversification says you need something that's more bristol-myers like, a little more, let's just say intel-like, and a little less high flyer. david in florida, david? >> caller: how are you doing, jim? >> not bad, david.